HSBC Holdings PLC
HSBC- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001089113
No open-market purchases or sales by HSBC Holdings PLC insiders were filed in the last 90 days; 713 institutions reported holding it in 13F filings for Q2 2026, worth $8.00B in total; no superinvestor holds it.
Other share classesHBCYF
13F holders, Q3 2021
Institutional positions in HSBC Holdings PLC as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 263
- +4 vs. Q2 2021
- Shares held
- 49.2M
- −3.62M (−6.9%) vs. Q2 2021
- Total value
- $1.29B
- −$236.5M (−15.5%) vs. Q2 2021
- New holders
- 36
- 67 more added
- Sold out
- 32
- 78 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 713 | $8.00B |
| Q1 2026 | 646 | $6.97B |
| Q4 2025 | 617 | $6.53B |
| Q3 2025 | 555 | $5.64B |
| Q2 2025 | 513 | $4.68B |
| Q1 2025 | 507 | $4.30B |
| Q4 2024 | 466 | $2.67B |
| Q3 2024 | 425 | $2.37B |
| Q2 2024 | 419 | $2.36B |
| Q1 2024 | 411 | $2.10B |
| Q4 2023 | 412 | $2.27B |
| Q3 2023 | 375 | $2.31B |
| Q2 2023 | 365 | $2.35B |
| Q1 2023 | 338 | $1.93B |
| Q4 2022 | 316 | $1.67B |
| Q3 2022 | 289 | $1.40B |
| Q2 2022 | 292 | $1.72B |
| Q1 2022 | 297 | $1.70B |
| Q4 2021 | 284 | $1.44B |
| Q3 2021 | 263 | $1.29B |
| Q2 2021 | 262 | $1.52B |
| Q1 2021 | 263 | $1.48B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 2,211 | $58.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,552 | $67.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,810 | $74.0K | 0.00% | +526+23.0% | Added |
| Whittier Trust Co | 3,113 | $81.0K | 0.00% | −3,062−49.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,160 | $82.6K | 0.00% | −1,200−27.5% | Reduced |
| JCIC Asset Management Inc. | 3,210 | $84.0K | 0.03% | −90−2.7% | Reduced |
| Lindbrook Capital, LLC | 3,592 | $94.0K | 0.02% | −160−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,663 | $96.0K | 0.00% | +381+11.6% | Added |
| Rosenberg Matthew Hamilton | 3,835 | $100.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,229 | $163.0K | 0.01% | +729+13.3% | Added |
| Geneos Wealth Management Inc. | 6,691 | $176.0K | 0.01% | +10.0% | Added |
| Parallax Volatility Advisers, L.P. | 7,203 | $188.0K | 0.00% | −26,424−78.6% | Reduced |
| Evergreen Capital Management LLC | 7,642 | $200.0K | 0.01% | −1,585−17.2% | Reduced |
| McDonald Partners LLC | 7,838 | $205.0K | 0.05% | +705+9.9% | Added |
| Glenmede Trust Co NA | 8,080 | $211.0K | 0.00% | −65−0.8% | Reduced |
| Invesco Ltd. | 8,209 | $215.0K | 0.00% | −70−0.8% | Reduced |
| Fisher Asset Management, LLC | 8,372 | $219.0K | 0.00% | −728−8.0% | Reduced |
| Sage Rhino Capital LLC | 8,524 | $223.0K | 0.07% | −1,048−10.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,747 | $229.0K | 0.02% | +41+0.5% | Added |
| HighMark Wealth Management LLC | 9,008 | $236.0K | 0.17% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 9,048 | $237.0K | 0.07% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 9,132 | $239.0K | 0.02% | −234−2.5% | Reduced |
| Flow Traders U.S. LLC | 9,153 | $239.0K | 0.01% | +9,153 | New |
| Truist Financial Corp | 9,610 | $251.0K | 0.00% | +1,301+15.7% | Added |
| Nomura Holdings Inc | 9,785 | $258.0K | 0.00% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 10,000 | $260.0K | 0.09% | +2,200+28.2% | Added |
| Franklin Resources Inc | 9,980 | $261.0K | 0.00% | −2,384−19.3% | Reduced |
| Bluestein R H & Co | 10,000 | $262.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,221 | $267.0K | 0.01% | −776−7.1% | Reduced |
| Mercer Global Advisors Inc | 10,199 | $267.0K | 0.00% | +2,793+37.7% | Added |
| Investors Research Corp | 10,266 | $268.0K | 0.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 9,546 | $275.0K | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 10,735 | $281.0K | 0.03% | −566−5.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,910 | $285.0K | 0.00% | −17,370−61.4% | Reduced |
| Clearbridge Investments, LLC | 10,881 | $285.0K | 0.00% | −250−2.2% | Reduced |
| Ellevest, Inc. | 10,963 | $287.0K | 0.03% | −276−2.5% | Reduced |
| Cetera Advisors LLC | 11,621 | $304.0K | 0.01% | +11,621 | New |
| Blueshift Asset Management, LLC | 11,641 | $304.0K | 0.02% | +11,641 | New |
| HighTower Advisors, LLC | 12,135 | $317.0K | 0.00% | −282−2.3% | Reduced |
| American Trust Investment Advisors, LLC | 12,415 | $325.0K | 0.18% | +12,415 | New |
| American National Insurance Co | 12,800 | $335.0K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 13,000 | $340.0K | 0.00% | −6,000−31.6% | Reduced |
| Virtu Financial LLC | 13,756 | $360.0K | 0.03% | +13,756 | New |
| Moody National Bank Trust Division | 13,786 | $361.0K | 0.01% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 13,878 | $363.0K | 0.12% | +930+7.2% | Added |
| Quadrant Capital Group LLC | 14,013 | $366.0K | 0.05% | +87+0.6% | Added |
| Ritholtz Wealth Management | 14,040 | $367.0K | 0.03% | −643−4.4% | Reduced |
| First Manhattan Co | 14,187 | $370.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 14,338 | $374.0K | 0.00% | −16,543−53.6% | Reduced |
| JustInvest LLC | 14,295 | $374.0K | 0.03% | +1,747+13.9% | Added |
| Corient Capital Partners, LLC | 14,336 | $375.0K | 0.03% | −3,422−19.3% | Reduced |
| Deutsche Bank AG | 14,446 | $378.0K | 0.00% | +4,400+43.8% | Added |
| Morningstar Investment Services LLC | 14,462 | $380.0K | 0.00% | +2,650+22.4% | Added |
| Blair William & Co | 15,416 | $403.0K | 0.00% | +3,049+24.7% | Added |
| Cresset Asset Management, LLC | 15,527 | $406.0K | 0.01% | +3,489+29.0% | Added |
| Safeguard Investment Advisory Group, LLC | 15,909 | $416.0K | 0.27% | −396−2.4% | Reduced |
| Brewin Dolphin Ltd | 17,100 | $447.2K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,537 | $459.0K | 0.00% | −183,986−91.3% | Reduced |
| Intersect Capital LLC | 17,680 | $462.0K | 0.08% | +1,966+12.5% | Added |
| Signaturefd, LLC | 17,855 | $467.0K | 0.02% | +1,008+6.0% | Added |
| Greenleaf Trust | 18,064 | $472.0K | 0.01% | −875−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,271 | $478.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 19,186 | $502.0K | 0.04% | +19,186 | New |
| State Street Corp | 19,933 | $521.0K | 0.00% | −6,592−24.9% | Reduced |
| J.W. Cole Advisors, Inc. | 20,042 | $524.0K | 0.04% | +20,042 | New |
| D.A. Davidson & Co. | 20,106 | $526.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 20,376 | $533.0K | 0.07% | −2,124−9.4% | Reduced |
| Quantitative Investment Management, LLC | 20,412 | $533.0K | 0.05% | +20,412 | New |
| Lake Street Advisors Group, LLC | 20,521 | $537.0K | 0.06% | +3,230+18.7% | Added |
| Advisor Group Holdings, Inc. | 20,822 | $546.0K | 0.00% | −250−1.2% | Reduced |
| Clear Street Markets LLC | 21,400 | $560.0K | 0.12% | +21,400 | New |
| Wolverine Trading, LLC | 22,103 | $582.0K | 0.01% | −15,980−42.0% | Reduced |
| Two Sigma Securities, LLC | 23,325 | $610.0K | 0.13% | +14,003+150.2% | Added |
| CIBC World Markets Inc. | 23,812 | $623.0K | 0.00% | +280+1.2% | Added |
| Bayesian Capital Management, LP | 26,300 | $688.0K | 0.20% | +8,342+46.5% | Added |
| Systematic Alpha Investments, LLC | 23,000 | $692.0K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 26,841 | $702.0K | 0.00% | +2,833+11.8% | Added |
| Guggenheim Capital LLC | 27,514 | $719.0K | 0.00% | +644+2.4% | Added |
| Regions Financial Corp | 28,725 | $751.0K | 0.01% | −1,470−4.9% | Reduced |
| SG3 Management, LLC | 29,000 | $758.0K | 0.27% | +29,000 | New |
| Janney Montgomery Scott LLC | 29,575 | $773.0K | 0.00% | +14,126+91.4% | Added |
| O'Shaughnessy Asset Management, LLC | 29,970 | $784.0K | 0.02% | −311−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 30,755 | $804.0K | 0.00% | −47−0.2% | Reduced |
| Karpas Strategies, LLC | 27,200 | $821.0K | 0.27% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 31,988 | $836.0K | 0.00% | +31,988 | New |
| Pathstone Family Office, LLC | 32,379 | $846.0K | 0.02% | +13,019+67.2% | Added |
| Commonwealth Equity Services, LLC | 32,403 | $847.0K | 0.00% | −226−0.7% | Reduced |
| Pacer Advisors, Inc. | 32,462 | $849.0K | 0.01% | +24+0.1% | Added |
| Ergoteles LLC | 32,480 | $849.0K | 0.03% | +32,480 | New |
| Jarislowsky, Fraser Ltd | 33,425 | $874.0K | 0.00% | −5,290−13.7% | Reduced |
| Profund Advisors LLC | 34,605 | $905.0K | 0.03% | +1,441+4.3% | Added |
| The PNC Financial Services Group, Inc. | 34,914 | $913.0K | 0.00% | −1,842−5.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 35,115 | $919.0K | 0.00% | +8,385+31.4% | Added |
| Oppenheimer & Co Inc | 35,789 | $936.0K | 0.02% | +4,599+14.7% | Added |
| Natixis Advisors, L.P. | 36,604 | $957.0K | 0.00% | −23,906−39.5% | Reduced |
| Marshall Wace, LLP | 36,805 | $962.0K | 0.00% | −91,169−71.2% | Reduced |
| Tweedy, Browne Co LLC | 36,786 | $962.0K | 0.03% | −8,351−18.5% | Reduced |
| Stifel Financial Corp | 37,480 | $980.0K | 0.00% | +7,641+25.6% | Added |
| Veriti Management LLC | 38,414 | $1.00M | 0.14% | +13,252+52.7% | Added |
| Mork Capital Management, LLC | 38,600 | $1.01M | 0.86% | 00.0% | Unchanged |